Portfolio Manager — Grow Loans & Client Relationships

First Bank; United States; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401K plan

Competitive salary

Benefits

Job summary

First Bank seeks a Portfolio Manager to maximize client experience and grow client relationships. You will understand bank products, manage loan portfolios, and coordinate with Commercial Sales and Relationship Managers to service loans and expand deposits.

The role is full-time and in-office, with standard hours. A bachelor’s degree is preferred and at least two years in financial services is expected; strong problem solving and communication skills are essential.

Qualifications

• Knowledge of bank products, rules, and regulations
• 2 years financial services industry experience
• Certifications: None required
• Bachelor’s degree in business or related field preferred
• Motivation to grow in career

Responsibilities

• Uncovers client needs and makes recommendations after understanding bank products and services
• Conducts weekly meetings with Commercial Sales Manager to manage loans in pipeline and client needs
• Communicates with clients and third parties to obtain information/documentation
• Supports Relationship Managers and Mortgage Officers with loan origination and portfolio management
• Develops relationships with clients and serves as primary contact for loan servicing and admin matters
• Performs research to support pre-call planning for existing and prospective clients
• Monitors loan portfolio quality and communicates findings to RM as applicable
• Updates renewal credits write-up with company history and current operations
• Identifies opportunities to deepen deposit relationships using financial statements or tax returns
• Adheres to company policies and completes required BSA and compliance training
• Performs other duties as assigned

Skills

Problem solving

Computer usage

Verbal and written communication

Detail orientation

Critical thinking

Sales

Complaint resolution

Education

Bachelor’s degree in business or related field preferred

2 years financial services industry experience

Job description

First Bank seeks a Portfolio Manager to maximize client experience and grow client relationships. You will understand bank products, manage loan portfolios, and coordinate with Commercial Sales and Relationship Managers to service loans and expand deposits.

The role is full-time and in-office, with standard hours. A bachelor’s degree is preferred and at least two years in financial services is expected; strong problem solving and communication skills are essential.